DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Vista Capital Partners, Inc.
Latest filing Mar 27, 2026
First filing on the tape Mar 23, 2012 · 29 filings
SEC status approved since Aug 31, 2001
RAUM
$3.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
93%
$3.0B individuals and HNW
Advisors
23
registered through the firm on IAPD
RAUM per advisor
$140M
derived; firm RAUM over IAPD count
Employees
35
20 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$3.2B as of Mar 27, 2026
Mar 23, 2012$484M then
HNW client RAUM$2.2B as of Mar 27, 2026
Mar 26, 2018$489M then
State-registered IARs (5.B.3)20 as of Mar 27, 2026
Mar 26, 20139 then
Employees (5.A)35 as of Mar 27, 2026
Mar 26, 201312 then
Private funds: no history
RAUM +18% over the last fiscal year+16% a year over threeIARs 19 to 20
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $140MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 28derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.0MderivedHNW RAUM over HNW clients
- Average account
- $952,865derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 23.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +5.3%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.8%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Financial planning clients
- 500reportedItem 5.H
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$2.2B69%
- Individuals$773M24%
- Charitable organizations$101M3.1%
- Corporations and businesses$92.1M2.9%
- Pension and profit-sharing plans$16.1M0.5%
- Individual clients
- 201reported
- HNW clients
- 450reported
- Pension plan clients
- 4reported
- Charitable clients
- 8reported
- Accounts
- 3,380reported
- Financial planning clients
- 500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
23 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Robert Douglas Greenman | Portland, Or | Jul 18, 2011 | 21 y | 2 |
| Andrew Graham DarkinsCertified Financial Planner | Portland, Or | Aug 26, 2016 | 10 y | 1 |
| Jonathan Thomas GannonCertified Financial Planner | Portland, Or | Sep 12, 2017 | 13 y | 2 |
| Patrick Charles YazhariCertified Financial Planner | Portland, Or | Jul 23, 2019 | 11 y | 0 |
| Vanessa Nicole DehaanCertified Financial Planner | Portland, Or | Jul 2, 2020 | 11 y | 0 |
| Terrence Franklyn Daniel | Portland, Or | Apr 7, 2021 | 14 y | 0 |
| Eric Yan | Portland, Or | Mar 15, 2022 | 18 y | 2 |
| Joseph Alexander Rayburn | Portland, Or | Jul 28, 2022 | 12 y | 1 |
| Cara Beth Miller | Portland, Or | Jan 16, 2024 | 12 y | 1 |
| Jessica Rose AllisonCertified Financial Planner | Portland, Or | Mar 1, 2024 | 12 y | 1 |
| Julia Patricia Tierney | Portland, Or | May 7, 2024 | 13 y | 0 |
| Lindsey Woodley Williams | Portland, Or | May 24, 2024 | 27 y | 0 |
| Douglas Lightner Post | Portland, Or | May 24, 2024 | 18 y | 0 |
| Katherine Meryl Backus | Portland, Or | May 28, 2024 | 12 y | 1 |
| Alexander Michael CanellopoulosCertified Financial Planner, Chartered Financial Analyst | Portland, Or | Jun 27, 2024 | 11 y | 0 |
| Nicole Marie WilsonCertified Financial Planner | Portland, Or | Jul 3, 2024 | 10 y | 1 |
| Michael Joseph Oreilly | Portland, Or | Jul 8, 2024 | 32 y | 0 |
| Benjamin Mackinnon | Portland, Or | Oct 21, 2024 | 11 y | 0 |
| Jeffrey Kenneth GriggsChartered Financial Analyst | Portland, Or | May 8, 2025 | 14 y | 1 |
| Lauren Shelly | Portland, Or | Oct 29, 2025 | 10 y | 1 |
| Dougal Williams | Portland, Or | Jan 1, 2026 | 22 y | 0 |
| Brian Thomas MurphyCertified Financial Planner, Chartered Financial Consultant | Portland, Or | Apr 14, 2026 | 17 y | 3 |
| Nathan Sheppard | Portland, Or | Apr 16, 2026 | 12 y | 1 |
Advisor movement
0 left, 3 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Lyndsi Grace Stender to EllevestJun 10, 2024 · RIA to RIA
- Emily Grace Genor to Becker Capital Management, Inc.May 1, 2024 · RIA to RIA
- Samantha Viviane Torres to Avier Wealth AdvisorsMay 1, 2023 · RIA to RIA
- Amanda Jean Harvey to Uplevel WealthMar 29, 2021 · RIA to RIA
- Anika Rose Hedstrom to Uplevel WealthJul 22, 2020 · RIA to RIA
- Corey Catherine Beal to Crowdstreet Advisors, LLCSep 1, 2017 · Other
- Adam David Cornwell to North RidgeApr 24, 2014 · Other
Joined, latest
- Nathan Sheppard from Fisher InvestmentsApr 16, 2026 · RIA to RIA
- Brian Thomas Murphy from Morgan StanleyApr 14, 2026 · Wirehouse to independent RIA
- Lauren Shelly from Fisher InvestmentsOct 29, 2025 · RIA to RIA
- Jeffrey Kenneth Griggs from Spectrum Strategic Capital Management, LLCMay 8, 2025 · RIA to RIA
- Nicole Marie Wilson from Human InvestingJul 3, 2024 · RIA to RIA
- Katherine Meryl Backus from Fisher InvestmentsMay 28, 2024 · RIA to RIA
- Jessica Rose Allison from Brighton Jones LLCMar 1, 2024 · RIA to RIA
- Cara Beth Miller from Cable Hill Partners, LLCJan 16, 2024 · RIA to RIA
- Emily Grace Genor from Morgan StanleyApr 4, 2023 · Wirehouse to independent RIA
- Joseph Alexander Rayburn from Fisher InvestmentsJul 28, 2022 · RIA to RIA
- Samantha Viviane Torres from Fisher InvestmentsJul 21, 2022 · RIA to RIA
- Eric Yan from Cable Hill Partners, LLCMar 15, 2022 · RIA to RIA
- Jonathan Thomas Gannon from Fisher InvestmentsSep 12, 2017 · Other
- Andrew Graham Darkins from North RidgeAug 26, 2016 · Other
- Anika Rose Hedstrom from Skyoak Capital, Inc.Apr 16, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Joseph III John Convery · Chief Compliance Officercontrolsince 03/2011 · owns 10% to 25%
- Douglas Robert Greenman · Chief Growth Officercontrolsince 10/2020 · owns 5% to 10%
- Eric Douglas Johanson · Chairman Of The Boardcontrolsince 05/2011 · owns 10% to 25%
- Joseph Michael Oreilly · Principal Boardcontrolsince 12/2000 · owns 10% to 25%
- Tana Thomson · Chief People Officercontrolsince 10/2018 · owns less than 5%
- Dougal Williams · Ceo, Chief Wealth Officercontrolsince 08/2024 · owns 10% to 25%
- Woodley Lindsey Williams · Chief Client Officercontrolsince 10/2020 · owns 5% to 10%
- Rose Jessica Allison · Partnersince 06/2025 · owns less than 5%
- Michael Alexander Canellopoulos · Director Of Investmentssince 06/2025 · owns less than 5%
- Graham Andrew Darkins · Partnersince 01/2022 · owns less than 5%
- Nicole Vanessa Dehaan · Partnersince 06/2025 · owns less than 5%
- Thomas Jonathan Gannon · Director Of Financial Planningsince 01/2022 · owns less than 5%
- Lightner Douglas Post · Partnersince 10/2020 · owns 5% to 10%
- Patricia Julia Tierney · Director Of Legacy Planningsince 01/2022 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Portland, Or · principal | 23 | 4 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 27, 2026JOHANSON, DOUGLAS, ERIC (CHAIRMAN OF THE BOARD) left Schedule A between the filings of 2023-03-24 and 2026-03-27peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 3,126 to 3,380Dec 3, 2025 to Mar 27, 2026
- Advisory employees · 19 to 20Dec 3, 2025 to Mar 27, 2026
- Corporate clients · 3 to 4Dec 3, 2025 to Mar 27, 2026
- HNW clients · 267 to 450Dec 3, 2025 to Mar 27, 2026
- Individual clients · 360 to 201Dec 3, 2025 to Mar 27, 2026
- State-registered IARs · 19 to 20Dec 3, 2025 to Mar 27, 2026
- Discretionary RAUM · $2.7B to $3.2BDec 3, 2025 to Mar 27, 2026
- HNW RAUM · $1.9B to $2.2BDec 3, 2025 to Mar 27, 2026
- Individual RAUM · $617M to $773MDec 3, 2025 to Mar 27, 2026
- Pension RAUM · $16.0M to $16.1MDec 3, 2025 to Mar 27, 2026
- RAUM · $2.7B to $3.2BDec 3, 2025 to Mar 27, 2026
- Accounts · 2,900 to 3,126Mar 29, 2024 to Apr 28, 2025
- Advisory employees · 17 to 19Mar 29, 2024 to Apr 28, 2025
- HNW clients · 258 to 267Mar 29, 2024 to Apr 28, 2025
- Individual clients · 346 to 360Mar 29, 2024 to Apr 28, 2025
- Employees · 32 to 35Mar 29, 2024 to Apr 28, 2025
- Financial planning clients · More than 500 to More than 500Mar 29, 2024 to Apr 28, 2025
- State-registered IARs · 17 to 19Mar 29, 2024 to Apr 28, 2025
- Discretionary RAUM · $2.4B to $2.7BMar 29, 2024 to Apr 28, 2025
- HNW RAUM · $1.8B to $1.9BMar 29, 2024 to Apr 28, 2025
- Individual RAUM · $545M to $617MMar 29, 2024 to Apr 28, 2025
- Pension RAUM · $18.4M to $16.0MMar 29, 2024 to Apr 28, 2025
- RAUM · $2.4B to $2.7BMar 29, 2024 to Apr 28, 2025
- Accounts · 2,802 to 2,900Mar 24, 2023 to Mar 26, 2024
- Advisory employees · 18 to 17Mar 24, 2023 to Mar 26, 2024
- Charity clients · 7 to 8Mar 24, 2023 to Mar 26, 2024
- HNW clients · 222 to 258Mar 24, 2023 to Mar 26, 2024
- Individual clients · 309 to 346Mar 24, 2023 to Mar 26, 2024
- Employees · 35 to 32Mar 24, 2023 to Mar 26, 2024
- State-registered IARs · 18 to 17Mar 24, 2023 to Mar 26, 2024
- Discretionary RAUM · $2.1B to $2.4BMar 24, 2023 to Mar 26, 2024
- HNW RAUM · $1.4B to $1.8BMar 24, 2023 to Mar 26, 2024
- Individual RAUM · $560M to $545MMar 24, 2023 to Mar 26, 2024
- Pension RAUM · $15.3M to $18.4MMar 24, 2023 to Mar 26, 2024
- RAUM · $2.1B to $2.4BMar 24, 2023 to Mar 26, 2024
- Accounts · 2,368 to 2,802Nov 29, 2022 to Mar 24, 2023
- Advisory employees · 17 to 18Nov 29, 2022 to Mar 24, 2023
- Charity clients · 8 to 7Nov 29, 2022 to Mar 24, 2023
- Corporate clients · 6 to 3Nov 29, 2022 to Mar 24, 2023
- HNW clients · 363 to 222Nov 29, 2022 to Mar 24, 2023
Signals
4 dated events
- Lyndsi Grace Stender left Vista Capital Partners, Inc. for Ellevest (registered 2024-06-24)Jun 10, 2024 · Advisor changed firm · fact
- Emily Grace Genor left Vista Capital Partners, Inc. for Becker Capital Management, Inc. (registered 2024-05-12)May 1, 2024 · Advisor changed firm · fact
- Samantha Viviane Torres left Vista Capital Partners, Inc. for Avier Wealth Advisors (registered 2023-07-18)May 1, 2023 · Advisor changed firm · fact
- Vista Capital Partners, Inc. reported RAUM $2.7B, up 41% from $1.9B (2021-10-12 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 503-772-9500reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/VISTA-CAPITAL-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- VISTACP.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 503-772-9500reportedpublic record, Form ADV, Mar 27, 2026
- Contact form
- vistacp.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- vistacp.com/about-us/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $140Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026